Unit Trusts

SA's best unit trusts can thank big US tech stocks, as well as gold shares, for their good fortunes in the first few months of 2024.

Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.

You would’ve gone backwards invested in these two household names …

Winners of the 2023 Morningstar Fund Awards – South Africa announced.

The temptation to invest offshore to generate superior returns is a commonly held bias when investing: Satrix CIO Kingsley Williams.

H4 Collective Investments takes third place.

A unit trust is a good option, as it suits your conservative risk profile and it offers diversification and liquidity.

Two advisors answer this reader's question.

Fund has returned 20% this year.

Two advisors answer this reader's question.

Your last will and testament can be used to nominate a beneficiary to receive the proceeds of the unit trust. An endowment could also be considered.

We don't want to be locked in for more than a year and would like a monthly drawdown to top up our savings account.

While there is no right or wrong answer, here are the advantages and disadvantages of this approach …

Shift towards balanced funds as investors seek real returns